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D

Dianebreon

Joined Jan 4, 2023

Portfolio design by her husband, Greg. CFA (retired), and former stock broker at Merrill and DeanWitter for 8 years. Big fan of covered call writing! Design is for 70 yr old retired couple.

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…HI.beta.TEST#1

49 views

Return

10%YTD

Rank

12%

Bottom

Static Portfolio

3 positions

May 22, 2023

Currency in USD

…LOW.beta.TEST#3

33 views

Return

7%YTD

Rank

34%

Average

Static Portfolio

4 positions

Jun 4, 2023

Currency in USD

…LOW.beta.TEST#1

19 views

Return

6%YTD

Rank

31%

Average

Static Portfolio

3 positions

Jun 4, 2023

Currency in USD

…LOW.beta.TEST#2

33 views

Return

7%YTD

Rank

35%

Average

Static Portfolio

3 positions

Jun 4, 2023

Currency in USD

…LOW.beta.TEST#4

25 views

Return

8%YTD

Rank

38%

Average

Static Portfolio

3 positions

Jun 6, 2023

Currency in USD

. Warren Buffet TEST

230 views

Return

8%YTD

Rank

49%

Average

Static Portfolio

2 positions

Mar 2, 2023

Currency in USD

17 views

Return

6%YTD

Rank

59%

Average

Static Portfolio

5 positions

Apr 17, 2025

Currency in USD

. a APR 2025 ETV

3 views

Return

6%YTD

Rank

27%

Average

Static Portfolio

4 positions

Apr 17, 2025

Currency in USD

. RON.TEST VTI/VXUS/BND

193 views

Return

7%YTD

Rank

46%

Average

Static Portfolio

3 positions

Mar 18, 2023

Currency in USD

AGE70 INCOME 70% GROWTH20% CASH 10%

63 views

Return

10%YTD

Rank

45%

Average

Static Portfolio

3 positions

Apr 8, 2024

Currency in USD

ALLW - a Bridgewater created ETF for rich seniors

25 views

Return

7%YTD

Rank

41%

Average

Static Portfolio

1 position

Oct 16, 2025

Currency in USD

7 views

Return

10%YTD

Rank

45%

Average

Static Portfolio

2 positions

Apr 6, 2024

Currency in USD

ETV/QQQ-60/40 income + growth

625 views

Return

10%YTD

Rank

40%

Average

Static Portfolio

2 positions

Mar 29, 2023

Currency in USD

INCOME+LEVERAGED GROWTH((70%JEPQ+15%SPXL+15%cash))

0 views

Return

9%YTD

Rank

51%

Average

Static Portfolio

3 positions

Oct 15, 2025

Currency in USD

INCOME+LEVERAGED GROWTH((70%JEPQ+15%SPXL+15%cash))

3 views

Return

9%YTD

Rank

51%

Average

Static Portfolio

3 positions

Jan 4, 2025

Currency in USD

INCOME+LEVERAGED GROWTH((70%JEPQ+20%SPXL+10%cash))

12 views

Return

11%YTD

Rank

47%

Average

Static Portfolio

3 positions

Nov 1, 2024

Currency in USD

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH

77 views

Return

6%YTD

Rank

45%

Average

Static Portfolio

7 positions

Sep 2, 2024

Currency in USD

RAFI - PWLIX - RESEARCH ASSOC. LONG/SHORT EQUITY - ONLY

7 views

Return

1%YTD

Rank

5%

Bottom

Static Portfolio

1 position

Nov 5, 2025

Currency in USD

USincome+FgnDiversified

77 views

Return

6%YTD

Rank

25%

Bottom

Static Portfolio

3 positions

Jun 14, 2023

Currency in USD

WOWEE!!! PORTFOLIO - RAFI INSPIRED RESEARCH ASSOC.

15 views

Return

10%YTD

Rank

37%

Average

Static Portfolio

2 positions

Nov 5, 2025

Currency in USD